ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

  • Address: 167 MYERS CORNERS ROAD,,WAPPINGERS FALLS,NY
  • Contact person: KIM RYDER
  • Phone: (845) 485-9803
Investment Options of ABILITIES FIRST, INC. UNION 401(K) P/S PLAN (as of 2022)
ALLSPRING PRECIOUS METALS RET (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN CENTURY INF-ADJ BD RET (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FDS EUROPACIFIC GR RET (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FDS WA MTL INVS RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
AMERICAN FUNDS BALANCED RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
Click for all funds ↓↓↓
AMERICAN FDS GR FD OF AMER RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
COLUMBIA CONTRARIAN CORE RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
COLUMBIA INC OPPORTUNITIES RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
COLUMBIA U.S. TREASURY IDX RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
GOLDMAN SACHS GLOBAL INC RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
JPMORGAN SHORT DUR BOND RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
LOOMIS SAYLES INV GRD BD RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
PRUDENTIAL JENNISON NTRL RSRCS RET (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET EMERG MKT IDX RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET INTL INDEX RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSS LG CP GR IDX RET (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSS LG CP VAL IDX RT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSS SM CAP GR IDX RT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE ST RUSS SM CP VAL IDX RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET RUSSELL SM CP IDX RT (TRANSAMERICA FINANCIAL LIFE INS CO)
STATE STREET S&P MD CP IDX RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TA VANGUARD REIT INDEX RET ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANS ASST ALLC-CNSV PRTF RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMER ASST ALLC-GR PRTF RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMER ASST ALLC-MD PRTF RT ACCT (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2025 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2030 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2035 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2040 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2045 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2050 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2055 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL 2060 WITH BLA (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA LIFEGOAL RET WITH BLAC (TRANSAMERICA FINANCIAL LIFE INS CO)
TA VANGUARD TTL STOCK MKT IDX RT (TRANSAMERICA FINANCIAL LIFE INS CO)
VIRTUS CEREDEX MID-CAP VAL EQ RET (TRANSAMERICA FINANCIAL LIFE INS CO)
TRANSAMERICA ASSET ALLOC-GROW POR (TRANSAMERICA FINANCIAL LIFE INS CO)

ABILITIES FIRST, INC. UNION 401(K) P/S PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is $6,362,341.00.This plan was established in 2000.

At the end of 2022, the total number of retirement plan participants in ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is 495

In 2022, the average participant retirement account value for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is $12,853.00

In 2022, the estimated average employee contribution amount per participant for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is $470.00

In 2022, the estimated average employer match for an employee in ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is approximately $237.00

In 2022, ABILITIES FIRST, INC. UNION 401(K) P/S PLAN allocates $117,331.00 to match its employees' contributions, providing an employer match rate of 38.51% of their contributions

In 2022, the total retirement plan asset growth rate of ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is -14.01%

In 2022, the estimated aggregate retirement account investment gain/loss for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is -14.78%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ABILITIES FIRST, INC. UNION 401(K) P/S PLAN is 0.10%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...